-75.3%
PLTD vs JBHT
+22.2%
-97.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -3.6% | +13.1% | +8.6% |
| 7D | +25.1% | -1.4% | +26.4% | +24.7% |
| 30D | +21.0% | -3.1% | +24.1% | +20.2% |
| 3M | -2.9% | -19.5% | +16.6% | -7.7% |
| 6M | -27.8% | -9.6% | -18.2% | -28.6% |
| YTD | -12.6% | +13.3% | -25.9% | -6.7% |
| 1Y | -9.8% | +29.7% | -39.5% | +0.7% |
| All | -75.3% | +22.2% | -97.5% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded JBHT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling